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 Duration 20 hours

Course Outline

1. Integration Foundations and Initial Assessment

  • Operational Automation and Digital Ecosystems
    • Architectural benefits and value of integrated systems
    • Integration methodologies: native, connector-based, and API-driven
    • Essential tools: Zapier, Make, API Connector, and Power Automate
  • Internal Process Mapping
    • Identifying current workflows and pinpointing areas for enhancement
    • Defining clear objectives and efficiency metrics
    • Documenting existing ("as is") flows and designing future ("to be") states
  • Practical Example: Basic Gmail automation → Trello (incoming email → task creation)

2. Connecting Trello and Google Workspace

  • Trello + Google Sheets and Drive
    • Linking dashboards to control sheets
    • Automating reporting and file uploads
    • Drive integration and managing version control
  • Trello + Gmail and Calendar
    • Automating the dispatch of reminders and notifications
    • Synchronizing task statuses with delivery dates
  • Applied Case Study: Collaborative project management in Trello supported by automated Google Sheets dashboards

3. QuickBooks Integration and Automated Communication

  • QuickBooks + Google Workspace
    • Automated export of financial reports
    • Budget monitoring and reconciliation via Sheets
  • QuickBooks + Trello
    • Associating projects with cost centers for financial oversight
    • Automatic task status updates driven by budget progress
  • Introduction to WhatsApp Business API / Twilio / WATI
    • Core concepts and integration pathways
    • Application scenarios: task alerts, billing reminders, and customer follow-ups
    • Practical workflow: "Event in Trello or QuickBooks → automatic message via WhatsApp."
  • Combined Case Study: Project → accounting record → automatic client notification via WhatsApp

4. Security, Governance, and Deployment

  • Security and Access Management
    • Secure authentication mechanisms (OAuth, tokens)
    • Managing roles, permissions, and data protection
  • Monitoring and Maintenance
    • Tracking active workflows
    • Handling errors and alerts
    • Ensuring scalability of integrations
  • Documentation and Continuous Improvement
    • Maintaining an integration registry and adhering to best practices
    • Evaluating impact through efficiency KPIs
  • Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications

Requirements

  • Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace
  • Active access to these platforms for practical sessions

Target Audience

  • Operations coordinators and managers
  • Administrative and financial personnel
  • Project leaders and specialists driving innovation or digital transformation initiatives

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